"Our leads aren't being assigned correctly. The fields aren't showing the right information. Our data isn't giving us the right information. We need Salesforce to work better with Marketo. We don't know where to start."

We've seen it all, and we're here to help.

CRM SUPERPOWERS

Companies make huge investments to give their Sales teams the right tools to help them sell, and to track pipeline and revenue. When your CRM isn't used, or isn't integrated correctly with your Marketing Automation platform, you're not only losing data, you're losing value and visibility.

Many times there are disparate processes or decentralized, unmanaged, or obsolete capabilities - and you’re not getting the return on investment and information you need to make the best choices for your business. Romanoff Consultants can bring insight to key stakeholders, improve CRM usage and compliance, and increase visibility into pipeline projections using business process analysis and functional improvements.

DATA MANAGEMENT

Minimize duplicate data

Create trusted data

Measure data quality and improve practices

Gain visibility into management benchmarks and progress towards goals

CRM OPTIMIZATION AND PRODUCT MANAGEMENT

Align Sales, IT, Marketing, and other departments around data, revenue and lead management

Develop CRM roadmaps that align with stakeholder requirements and goals

Create stakeholder communication plans for CRM updates, provess changes, and other deployments

SALES ENABLEMENT

Design and develop a training strategy to create buy-in to reach transformational goals

Create an ongoing communication program to inform Sales of new tools and resources

Analyze and identify fields and tools no longer being used, and create a plan for archiving

INTEGRATION DESIGN AND IMPLEMENTATION

Design an Integration of Salesforce.com and Marketo

Connect Salesforce.com to other systems using its native Open data Protocol (oData Web Service) for integration with systems like SAP without middleware